Posts

Please take some time to watch our SnapHOA Architectural – Resident Portal & Board Portal training video starring Timothy Ma

Please take some time to watch our SnapHOA Architectural – Reports & Analytics training video starring Timothy Ma

How to Generate an Individual Report for a Request

1. Navigate to Association – Architectural – Address Request
2. At the top-right, click on the ‘print’ icon
3. Choose Selections and click “Download”

Note: You can choose to include any Requirements or Conditions in this individual report (if they were uploaded)

How to Generate Matrix, Open Requests, and Conditional Approval Reports

1. Navigate to the Reports tab
2. Click on “Architectural”
3. Choose which Report you’d like to generate and select the field types

Please take some time to watch our SnapHOA Architectural – Queue training video starring Timothy Ma

Any letters that are created will automatically go into the My Queue tab under “Pending Approval” for managers

How to Approve a Letter

1. Navigate to the My Queue tab
2. Under “Pending Approval”, click on the ‘eyeball’ view icon

3. Review the letter and approve the letter by clicking on “Approve”

How to Edit a Letter before Approval

1. Navigate to the My Queue tab
2. Under “Pending Approval”, click on the ‘eyeball’ view icon

3. Click on “Update” and edit verbiage as necessary

Please take some time to watch our SnapHOA Architectural – Editing a Request training video starring Timothy Ma

How to Edit a Request

1. Navigate to the address in question in the Architectural tab
2. Click on the ‘eyeball’ view icon

3. From here, you will be able to notify, withdraw, change the Status of the application, check off requirements, upload documents, add extra requirements & conditions, or add a note

Please take some time to watch our SnapHOA Architectural – Creating a Request training video starring Timothy Ma

How to Create a Request

1. Navigate to your Association – Architectural
2. In the top-right corner, click on “+Create Request”
3. Select an address
4. Fill in the Type(s), initial submission date, estimated start date, estimated duration, and review date (if it is turned on in your “Settings”)
5. Click “+Create”